READ OUR LATEST PRESS RELEASE
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan
The Athena Financial Group joins as Arrowroot Family Office’s first private wealth team in Michigan.
Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private wealth team. The team is based in Rochester Hills under Managing Director, Diane L Young.
The Athena Financial Group is led by Diane L Young, Managing Director, and Daniel Casey, Vice President. “We are extremely excited to be joining forces with Arrowroot Family Office,” says Diane L. Young, who started The Athena Financial Group in 2004 in downtown Rochester, MI. “Our combined team now manages over $150 million in assets and provides a high level of financial expertise to executives, business owners, and professionals.”
“The strategic expansion of our private wealth practice enables us to continue offering integrated services to a growing number of clients, and we could not be more excited to introduce these solutions to the Michigan market. Diane has built an impressive business that aligns with our principles and client base,” said Rob Santos, CEO of Arrowroot. “Teams like Athena embody the Arrowroot mission and bring decades of combined experience to address the complex needs of individuals and families with a customized, holistic approach.”
With the addition of The Athena Financial Group, Arrowroot’s expanding Private Wealth business now includes offices in Marina del Rey, CA, Rochester Hills, MI, and Charlottesville VA.